Filing Research | IOT - SAMSARA INC Institutional Holdings

Snapshot holdings

50 / 108 loaded

#		Instrument	quantity
1	a16z Perennial Management, L.P.	Shares	5.3MSH	$173.3M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.1MSH	$34.6M
3	CONGRESS ASSET MANAGEMENT CO	Shares	816.2KSH	$26.5M
4	GC Wealth Management RIA, LLC	Shares	788.4KSH	$25.6M
5	Capital Investment Services of America, Inc.	Shares	438.2KSH	$14.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	281.6KSH	$10.3M
7	Wealth Dimensions Group, Ltd.	Shares	160.0KSH	$5.2M
8	Slow Capital, Inc.	Shares	144.3KSH	$4.7M
9	RFG Advisory, LLC	Shares	111.5KSH	$3.6M
10	CATALYST PRIVATE WEALTH, LLC	Shares	100.3KSH	$3.3M
11	Royal Fund Management, LLC	Shares	85.3KSH	$2.8M
12	HAMILTON LANE ADVISORS LLC	Shares	81.1KSH	$2.6M
13	IFM Investors Pty Ltd	Shares	74.9KSH	$2.4M
14	Mediolanum International Funds Ltd	Shares	65.4KSH	$2.1M
15	GATEWAY INVESTMENT ADVISERS LLC	Shares	59.0KSH	$1.9M
16	Y-Intercept (Hong Kong) Ltd	Shares	58.2KSH	$1.9M
17	Swedbank AB	Shares	53.1KSH	$1.7M
18	Police & Firemen's Retirement System of New Jersey	Shares	52.5KSH	$1.7M
19	TrueMark Investments, LLC	Shares	46.7KSH	$1.5M
20	Malaga Cove Capital, LLC	Shares	45.2KSH	$1.5M
21	MISSION WEALTH MANAGEMENT, LP	Shares	36.3KSH	$1.2M
22	Harbour Capital Advisors, LLC	Shares	31.3KSH	$1.1M
23	Apollon Wealth Management, LLC	Shares	34.7KSH	$1.1M
24	Fideuram Asset Management (Ireland) dac	Shares	34.2KSH	$1.1M
25	KIECKHEFER GROUP LLC	Shares	30.9KSH	$1.0M
26	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	28.4KSH	$921.8K
27	Prospera Financial Services Inc	Shares	26.0KSH	$843.7K
28	Assenagon Asset Management S.A.	Shares	23.0KSH	$745.5K
29	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	19.0KSH	$615.6K
30	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	18.2KSH	$590.5K
31	ABN AMRO INVESTMENT SOLUTIONS	Shares	16.7KSH	$540.3K
32	Seelaus Asset Management LLC	Shares	16.4KSH	$531.7K
33	Avior Wealth Management, LLC	Shares	16.0KSH	$517.5K
34	Sequoia Financial Advisors, LLC	Shares	15.9KSH	$514.1K
35	Wealth Management Associates, Inc.	Shares	15.3KSH	$497.3K
36	Runnymede Capital Advisors, Inc.	Shares	15.1KSH	$489.7K
37	Archer Investment Management, LLC	Shares	14.0KSH	$454.2K
38	Alliance Wealth Advisors, LLC /UT	Shares	13.9KSH	$452.0K
39	JUNCTURE WEALTH STRATEGIES, LLC	Shares	13.7KSH	$444.8K
40	Portside Wealth Group, LLC	Shares	12.9KSH	$417.1K
41	Blue Trust, Inc.	Shares	12.4KSH	$401.6K
42	E. Ohman J:or Asset Management AB	Shares	12.3KSH	$400.4K
43	Legal Advantage Investments, Inc.	Shares	12.0KSH	$389.2K
44	Yorktown Management & Research Co Inc	Shares	10.1KSH	$327.5K
45	PensionDanmark Pensionsforsikringsaktieselskab	Shares	10.1KSH	$326.2K
46	SIGNATUREFD, LLC	Shares	8.8KSH	$284.6K
47	Mirae Asset Global Investments Co., Ltd.	Shares	8.0KSH	$258.6K
48	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	7.7KSH	$249.1K
49	INDEPENDENT FINANCIAL GROUP, LLC	Shares	7.5KSH	$242.3K
50	Cornerstone Wealth Management, LLC	Shares	7.4KSH	$240.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 128 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO new	Shares	+816.2K	+$26.5M	$26.5M
2	Capital Investment Services of America, Inc. new	Shares	+438.2K	+$14.2M	$14.2M
3	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+257.7K	+$9.0M	$34.6M
4	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+59.0K	+$1.9M	$1.9M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+58.2K	+$1.9M	$1.9M
6	Mediolanum International Funds Ltd added	Shares	+46.1K	+$1.5M	$2.1M
7	Apollon Wealth Management, LLC new	Shares	+34.7K	+$1.1M	$1.1M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-4.9K	+$1.1M	$10.3M
9	Fideuram Asset Management (Ireland) dac new	Shares	+34.2K	+$1.1M	$1.1M
10	Swedbank AB added	Shares	+27.7K	+$915.6K	$1.7M
11	Royal Fund Management, LLC added	Shares	+25.5K	+$871.2K	$2.8M
12	Prospera Financial Services Inc new	Shares	+26.0K	+$843.7K	$843.7K
13	Harbour Capital Advisors, LLC added	Shares	+13.9K	+$590.6K	$1.1M
14	Wealth Management Associates, Inc. new	Shares	+15.3K	+$497.3K	$497.3K
15	Archer Investment Management, LLC new	Shares	+14.0K	+$454.2K	$454.2K
16	Alliance Wealth Advisors, LLC /UT new	Shares	+13.9K	+$452.0K	$452.0K
17	JUNCTURE WEALTH STRATEGIES, LLC new	Shares	+13.7K	+$444.8K	$444.8K
18	Portside Wealth Group, LLC new	Shares	+12.9K	+$417.1K	$417.1K
19	Yorktown Management & Research Co Inc new	Shares	+10.1K	+$327.5K	$327.5K
20	Seelaus Asset Management LLC added	Shares	+9.0K	+$298.0K	$531.7K
21	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+7.7K	+$249.1K	$249.1K
22	GC Wealth Management RIA, LLC trimmed	Shares	-10.8K	+$239.9K	$25.6M
23	Assenagon Asset Management S.A. added	Shares	+7.0K	+$239.3K	$745.5K
24	IFM Investors Pty Ltd added	Shares	+5.6K	+$231.7K	$2.4M
25	SHEETS SMITH WEALTH MANAGEMENT new	Shares	+6.5K	+$210.9K	$210.9K
26	Balefire, LLC new	Shares	+6.4K	+$208.8K	$208.8K
27	Police & Firemen's Retirement System of New Jersey added	Shares	+4.2K	+$173.5K	$1.7M
28	RFG Advisory, LLC added	Shares	+2.1K	+$149.6K	$3.6M
29	Wealth Dimensions Group, Ltd. added	Shares	+745	+$142.0K	$5.2M
30	Malaga Cove Capital, LLC added	Shares	+2.6K	+$114.7K	$1.5M
31	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+3.1K	+$111.4K	$540.3K
32	TrueMark Investments, LLC added	Shares	+1.9K	+$95.8K	$1.5M
33	SIGNATUREFD, LLC added	Shares	+2.6K	+$88.6K	$284.6K
34	Slow Capital, Inc. trimmed	Shares	-585	+$88.3K	$4.7M
35	Legal Advantage Investments, Inc. added	Shares	+2.0K	+$72.3K	$389.2K
36	HAMILTON LANE ADVISORS LLC unchanged	Shares	0	+$60.0K	$2.6M
37	Avior Wealth Management, LLC added	Shares	+1.5K	+$59.2K	$517.5K
38	IFP Advisors, Inc added	Shares	+1.4K	+$46.7K	$116.4K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+716	+$31.4K	$125.7K
40	Blue Trust, Inc. added	Shares	+557	+$26.8K	$401.6K
41	KIECKHEFER GROUP LLC unchanged	Shares	0	+$22.9K	$1.0M
42	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$21.0K	$921.8K
43	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	+$13.5K	$590.5K
44	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-68	+$11.9K	$615.6K
45	Cornerstone Wealth Management, LLC added	Shares	+175	+$11.0K	$240.8K
46	E. Ohman J:or Asset Management AB unchanged	Shares	0	+$9.1K	$400.4K
47	Bogart Wealth, LLC added	Shares	+254	+$8.3K	$9.9K
48	Runnymede Capital Advisors, Inc. trimmed	Shares	-100	+$8.0K	$489.7K
49	Sachetta, LLC new	Shares	+215	+$7.0K	$7.0K
50	ELEVATION WEALTH PARTNERS, LLC added	Shares	+154	+$6.3K	$64.4K

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